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W.P. Carey

864 hedge funds and large institutions have $11.7B invested in W.P. Carey in 2026 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 351 increasing their positions, 260 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.4M
Puts
$17.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
901
Virtu Financial
New York
VAS
902
Vestmark Advisory Solutions
Massachusetts
BWM
903
BCS Wealth Management
Tennessee
Group One Trading
904
Group One Trading
Illinois
FHA
905
Flagship Harbor Advisors
Massachusetts
TPBG
906
Turning Point Benefit Group
Maryland
CWP
907
Concord Wealth Partners
Virginia
JGCM
908
Joseph Group Capital Management
Ohio
NL
909
Navalign LLC
California
EB
910
Eastern Bank
Massachusetts
LFA
911
LGT Financial Advisors
Texas
RBC
912
Roble Belko & Company
Pennsylvania
CRI
913
Commonwealth Retirement Investments
Virginia
LWANC
914
Laurel Wealth Advisors (North Carolina)
North Carolina
IIM
915
IFC & Insurance Marketing
California
FCAS
916
First Command Advisory Services
Texas
FIA
917
FNY Investment Advisers
New York
GAFA
918
Garton & Associates Financial Advisors
Kentucky
KBFS
919
Kohmann Bosshard Financial Services
Ohio
FAMI
920
Fideuram Asset Management (Ireland)
CTB
921
Country Trust Bank
Illinois
EWP
922
Elevation Wealth Partners
California
WETS
923
Wealth Enhancement Trust Services
South Dakota
MB
924
MidFirst Bank
Oklahoma
LIA
925
Luken Investment Analytics
Tennessee